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Active/Inactive Customers


The Active Customers and Inactive Customers pages display all customers in the system. You can group the customers as active or inactive depending on your preference. Active Customers usually include those with pending orders or orders that have recently been filled. Inactive Customers usually include those who have decided not to create a user account or haven't submitted an order recently. Contact your Site Administrator or Super User for your rules regarding customers.

Functions

Search for Customer
Type the parameter by which you want to search for a customer. For example, type CA to search for all customers located in the state of California. Only the customers containing the search parameter will be displayed.

Delete Checked Customers
Click this button after checking the customer(s) you want to delete. A warning is displayed. Click OK to delete. The deleted customer(s) are removed from the page, but remain in the system. Hint: To delete an individual customer, click the X in the red square beside the customer ID.

Deactivate Checked Customers (on the Active Customers page)
or
Activate Checked Customers (on the Inactive Customers page)
Click this button after checking the customers(s) you want to activate or deactivate. The customer(s) are moved to the appropriate section. Hint: To activate or deactivate an individual customer, click the black arrow beside the customer ID.

Features

You can sort the customer list by clicking the heading of the column by which you want to sort. For instance, to sort by customer ID, click the ID heading. This displays the customers by ID in ascending or descending alphabetical order.

You can click the customer ID to access the View Customer page to view the details of a specific customer.


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